Recover a debt
Move overdue customers through a recovery pipeline to collection.
Open a case
Go to Debts and add a debtor, or tap Open Case from the outstanding credit sales banner.
Move it along
Use the Kanban Pipeline tab to drag the case through the recovery stages as you progress, or track everything from the All Debts, Overdue, and Collected tabs.
Send notices
Use Generate Reminder or Generate Demand Letter to prompt payment, and watch your collection rate.